Onboarding for DTC Success

Whether you’re trying ecommerce for the first time or using our top-of-the-line platform to refine your DTC strategy, getting started is easy.

Our professional services team offers unmatched onboarding for your successful launch, and our ongoing training opportunities are designed to enrich your experience using our tools.

Getting Started With WineDirect

You’ll be on the path to DTC success before you know it.

Step 1: Getting the Basics Down

WineDirect’s onboarding team will guide you as you configure and launch your new website, online store, wine club and POS. Your dedicated, in-house specialist will work closely with you to get you up and running quickly, and ensure you are set up for long term success. Our team of software training experts will teach you to use the platform like a pro. Here's a sample onboarding plan that we'll adjust according to your winery's priorities and needs.

Step 2: Migrating Your Data

Switching platforms doesn't have to be complicated. To preserve your contact records, credit card data and sales history, our team of professionals is here to take care of migrating all your important data – in accordance with our standard data security policies, of course.

Step 3: One-on-One Custom Training

We’ll work with you to design procedures and processes tailored to your winery’s needs. You can also participate in virtual trainings led by our expert team to learn how to make the most of our tools. Our trainings cover tasting room procedures, reporting tools for business tracking, processing your wine club, marketing tools to help you upsell and cross-sell and more.

Step 4: Launching Your Website

On your winery’s Launch Day, we’ll be standing by as you push your new website live. Following your successful launch, our professional services team is always available for additional training when your team needs a refresher, and our top notch support team is here seven days a week to answer your questions.

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